Navigating DSO Transactions with McLerran & Associates: A Comprehensive Overview

PAID POST: In the dynamic landscape of dental practice acquisitions, McLerran & Associates stands out as the premier sell-side advisor, specializing in guiding practice owners through successful affiliations with Dental Service Organizations (DSOs) or private equity partners. Our structured and proven DSO affiliation process is meticulously designed to empower practice owners with the information, options, and leverage needed to make well-informed decisions, connect with the right DSO or Private Equity Firm, and ultimately maximize the outcome of their sale.

Q: What role does McLerran & Associates play in the realm of dental practice acquisitions?

A: McLerran & Associates serves as the premier sell-side advisor, specializing in guiding practice owners through successful affiliations with Dental Service Organizations (DSOs) or private equity partners.

Q: What is the initial step in McLerran & Associates’ DSO affiliation process?

A: The journey begins with a free, confidential discovery call, allowing us to delve into the intricacies of your practice, understand your goals, discuss available options, and address any queries you may have.

Q: How does McLerran & Associates approach the valuation process to maximize outcomes?

A: We initiate the valuation process by conducting a comprehensive EBITDA analysis and practice valuation, providing profound insights into your financials and unique business attributes. This is followed by a detailed call to review findings, answer questions, and outline potential next steps.

Q: What is involved in McLerran & Associates’ strategic go-to-market plan?

A: Aligned economically and ready to pursue a DSO affiliation, we craft a strategic go-to-market plan involving the creation of a marketing deck, a virtual data room for your practice, and identification of a vetted pool of potential buyers. This approach, executed through a professional and confidential bid process, ensures maximum outcomes in fit, valuation, and deal structure.

Q: How does McLerran & Associates guide practice owners through the due diligence process with potential buyers?

A: We facilitate initial meetings and calls with potential buyers, providing a list of discussion topics and questions to cover during interactions. Additionally, we help obtain doctor references from each potential buyer, enabling informed decisions aligned with the practice’s financial, cultural, and operational needs.

Q: What sets McLerran & Associates apart in terms of securing favorable deals for practice owners?

A: Creating a competitive environment, we obtain multiple offers and negotiate the most favorable valuation and deal terms with the chosen DSO. Our track record demonstrates a remarkable 30% increase in valuation for our clients, showcasing the value of our expertise in securing favorable deals.

Q: How does McLerran & Associates contribute to a smooth closing process for practice owners?

A: Our involvement extends to the closing process, providing assistance in due diligence, defending EBITDA during the Quality of Earnings process, negotiating legal agreements, and managing communication between all parties. Our team’s commitment ensures a smooth and timely closing experience for a successful transition.